Max Canfield, CFP®
Director | Client Advisor | Seattle, WA
mcanfield@freestonecapital.com
Phone
206.707.7394
206.707.7300
Fax
206.707.7399
Max is a Client Advisor at Freestone and has been with the firm since 2022. Before stepping into this role, he worked alongside a senior advisor at Freestone, gaining hands-on experience in investment strategy, financial planning, and client relationship management. Prior to Freestone, Max held roles at ICONIQ Capital, supporting ultra-high-net-worth families in a family office setting, and at Three Bell Capital, assisting entrepreneurs, venture capitalists, and high-net-worth families with wealth management. Now as an advisor, Max works directly with clients, helping them navigate investment management, tax strategy, estate planning, risk management, and charitable giving to align their financial decisions with their long-term goals.
Education
Max earned a Bachelor of Business Administration from Gonzaga University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside Freestone
Outside of the office, Max enjoys spending time outdoors, particularly golfing and fly fishing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.